What is involved an Account Review?

There are a variety of items we can do in an Account Review, but the first step is having a conversation to get a better understanding of YOUR unique situation.  Based on that, we typically will do these sorts of tasks:

  • A review of what you own
  • A comparison of what version you are on versus the current version, and what features are available to you at no charge
  • A review of what you don’t own (Are their optional modules available that may benefit you?)
  • A high level assessment of your users engagement with the solution (Are people creating processes or spreadsheets to solve a problem because they are unaware of a capability in the ERP that would solve the same problem?)
  • A presentation of these findings to executive management and/or ownership, along with suggestions for next steps

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